Jonathan Taylor, financial advisor Boston MA
90 score

Jonathan Taylor

CRD Number: 5354939
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jonathan Taylor (CRD# 5354939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Boston, MA Dec 2012 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Boston, MA May 2012 - Current 4
Addison Search, LLC Boston, MA Feb 2012 - May 2012 < 1
Ernst &amp; Young, LLP Boston, MA Sep 2010 - Feb 2012 1
University Of Massachusetts Lowell, MA Sep 2009 - Aug 2010 < 1
Ernst &amp; Young, LLP Boston, MA Jun 2009 - Aug 2009 < 1
University Of Massachusetts Lowell, MA Sep 2008 - May 2009 < 1
Mayflower Advisors, LLP Boston, MA Jun 2008 - Aug 2008 < 1
University Of Massachusetts Lowell, MA Jan 2008 - May 2008 < 1
University Of Massachusetts Amherst, MA Sep 2006 - Dec 2007 1
Ulimate Valet Boston, MA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Jonathan Taylor
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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